China Biotech Podcast: BIOSECURE Markup, Biotech Pipeline Updates
Executive Summary
As the proposed US BIOSECURE Act heads to a full House Oversight Committee vote, Scrip's China-based editors Brian Yang and Dexter Yan, together and guest Derrick Gingery from the Pink Sheet, discuss the implications and potential outcomes for the biopharma sector and factors behind the "biotech decoupling" trend. Dexter also shares insights from his recent coverage of antibody-drug conjugate R&D updates by Chinese companies.
5月15日，美国国会众议院（House of Representatives)Oversight委员会将对生物安全法案（BIOSECURE Act）进行委员会投票，结果可能不出意外。不管怎样，这个法案已经在生物制药行业引起了广泛关注和对于前景的忧虑。与此同时，国会参议院（Senate）也在审议一份相关的议案，然后，这两份议案内容也有不同。
在这个“生物制药脱钩”的背后有哪些信号？这两个议案的可能带来的影响将会是怎样？
另外，最近国内各大上市药企和biotech公司都披露了2023年年报和2024年1季报。其中和研发管线有关的有哪些值得特别关注？
The US Congress Oversight Committee is scheduled to hold a full vote on the planned BIOSECURE Act on 15 May, with the results expected to be less than surprising. The proposed legislation has attracted much attention and discussion, particularly for its potential impact on business relationships in the biopharma sector.
In this latest podcast episode, China-based editor Brian Yang discusses with guest speaker, Derrick Gingery from the Pink Sheet in the US, what is behind the "biotech decoupling" trend, the likely potential outcomes of the vote and next steps, as well as the implications for the biopharma sector.
Shanghai-based Scrip editor Dexter Yan also discusses with Brian his recent coverage of Chinese biotech pipeline updates in the CNS area and for antibody-drug conjugates.
Stories discussed in this episode:
(Also see "US FDA Asked To Tighten China Risk Control By Legislators As Markup Looms" - Pink Sheet, 10 May, 2024.)
(Also see "BIOSECURE: What’s Coming Next?" - Pink Sheet, 10 Apr, 2024.)
(Also see "BIOSECURE Act Update Offers Biotech Companies Eight Years to Divest Contracts With Firms Of ‘Concern’" - Pink Sheet, 10 May, 2024.)
(Also see "Chinese Drug Makers Trim, Boost Pipelines In New R&D Drive" - Scrip, 8 May, 2024.)